- KeyBank (Tarrytown, NY)
- …financial goals. Leads, coordinates, and assembles the extended advisory team, including trust , investment and planning strategists, based on complexity of the ... clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client… more
- Wells Fargo (Purchase, NY)
- …provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, ... this role:** Wells Fargo is seeking a Senior Special Needs Trust Officer as part of Wealth and Investment Management. Working at Wells Fargo | Jobs and Careers… more
- US Bank (New York, NY)
- …Facilitate the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance + Deliver ... and build a rewarding career. The Wealth Management Advisor position is the investment , investment planning, and insurance products lead on the Wealth Management… more
- Deloitte (Jericho, NY)
- …solid understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an ... to provide compliance and consulting services to Real Estate Investment Trusts, Real Estate Private Equity Funds, and real...and operating partnerships. As a Tax Manager within the Investment Management - Real Estate Tax group, you will… more
- Tompkins Community Bank (Mount Kisco, NY)
- …values. This role serves as a key advisor and team collaborator, integrating investment , banking, trust , and insurance professionals to deliver holistic client ... Foster integrated wealth management solutions by collaborating with internal partners across investment , trust , banking, and insurance disciplines to deliver a… more
- NBT Bank (Norwich, NY)
- …with WM Director of Fiduciary Services to provide support to the WM Trust , Retirement and Investment departments. Coordinate with WM Compliance Officer to ... $72,094.00 - $96,088.00 Manages back office support for the Trust function. Ensures supporting resources are functioning at optimal...efficient. Acts as a the senior operations person (within Trust Operations) with regard to sign off on daily… more
- City National Bank (New York, NY)
- …to work with CNR Administrative group on the front-end on-boarding of new investment management and trust accounts. * Gather client account performance data ... as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange… more
- Citigroup (Queens, NY)
- …of products and services covering capital markets, managed investments, portfolio management, trust and estate planning, investment finance and banking. By ... assessments of significance and likelihood of risks in key global investment and insurance processes around client suitability, transaction related controls and… more
- TD Bank (New York, NY)
- …+ **Life and Health insurance license** + **Experience working with in the banking trust and investment area; especially with in the OCC regulatory frame work** ... **Customer Accountabilities:** + Works with Compliance partners and other related groups (such as Legal and Risk) to support creation of documentation and reports required by external regulatory bodies and TD internal groups + Leads development of team… more
- Solvay Bank (Syracuse, NY)
- …Services, iBank, Positive Pay, Deposit Accounts, Certificates of Deposit, Insurance, Mortgages, Trust and Investment Services, Consumer Loan Products, and other ... retail products that are supported by the Customer Relations Department. + Responds to customer inquiries regarding bank products and services, Personal Online Banking, Business Online Banking, and reset passwords as needed. + Answers customer questions,… more